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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,766 | $100,194+72.4% | $122,979+40.5% | $86,983+98.6% |
| Participation rate | 91.4% | 73.0%+18.5pp | 77.2%+14.2pp | 69.5%+21.9pp |
| Annual return | 18.14% | 16.47%+1.7pp | 20.12%-2.0pp | 25.83%-7.7pp |
| Employer contribution / active EE | $3,663 | $2,326+57.5% | $3,062+19.6% | $2,584+41.7% |
| Participant deferral / active EE | $8,774 | $4,133+112.3% | $5,003+75.4% | $4,194+109.2% |
| Admin fee / account holder | $57 | $10,148-99.4% | $12,864-99.6% | $7,856-99.3% |